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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Pettinga Financial Advisors
3526
Pettinga Financial Advisors
Indiana
USD 321 M +USD 14 M +5% 6.85% 78.1% 114 25.44% 2.5
Lowell Blake & Associates
3527
Lowell Blake & Associates
Massachusetts
USD 321 M +USD 21.2 M +7% 13.3% 44.2% 59 6.78% 2.4
ALM First Financial Advisors
3528
ALM First Financial Advisors
Texas
USD 321 M +USD 8.03 M +3% 1.41% 50.5% 16 0% 0.3
Quadrant Private Wealth Management
3529
Quadrant Private Wealth Management
Pennsylvania
USD 321 M +USD 22.5 M +8% 10.7% 100% 267 16.1% 2.5
Adams Street Partners
3530
Adams Street Partners
Illinois
USD 321 M +USD 20.8 M +7% 0.68% 399% 20 55% 3
AdvisorShares Investments
3531
AdvisorShares Investments
Maryland
USD 321 M -USD 34.5 M -10% 1.35% 110% 356 35.67% 1
Univest Financial
3532
Univest Financial
Pennsylvania
USD 320 M +USD 2.89 M +0.9% 6.98% 96.9% 115 17.39% 4.4
Haverford Financial Services
3533
Haverford Financial Services
Pennsylvania
USD 320 M -USD 42.4 M -12% 2.25% 57.9% 68 45.59% 5.7
Akaris Global Partners
3534
Akaris Global Partners
New York
USD 320 M +USD 30.4 M +10% 20.5% 35% 20 35% 0.9
HCM
3535
Horrell Capital Management
Arkansas
USD 320 M +USD 17.9 M +6% 6.25% 55.6% 213 5.16% 5.4
Cypress Capital
3536
Cypress Capital
Tennessee
USD 320 M +USD 786 k +0.2% 3.9% 43.6% 91 28.57% 2.2
LWMG LLC
3537
LWMG LLC
Minnesota
USD 319 M +USD 40.8 M +15% 5.2% – 96 20.83% 0.2
Punch Card Management
3538
Punch Card Management
Florida
USD 319 M +USD 10.6 M +3% 3.91% 41% 4 0% 4
HI
3539
Hyundai Investments
South Korea
USD 319 M -USD 83.9 M -21% 20.8% 74.8% 1 0% 1.3
Red Door Wealth Management
3540
Red Door Wealth Management
Tennessee
USD 319 M +USD 14.4 M +5% 7.75% 100% 153 15.69% 2.4
Doliver Advisors
3541
Doliver Advisors
Texas
USD 319 M +USD 14.3 M +5% 4.56% 92.3% 170 14.12% 2.4
Perry Creek Capital
3542
Perry Creek Capital
New York
USD 318 M -USD 23.6 M -7% 3% 51.2% 16 0% 2.1
PenderFund Capital Management
3543
PenderFund Capital Management
British Columbia, Canada
USD 318 M -USD 17 M -5% 8.67% 129% 181 52.49% 1
Shulman DeMeo Asset Management
3544
Shulman DeMeo Asset Management
New York
USD 318 M +USD 17.7 M +6% 6.95% 79.3% 137 3.65% 1.3
Integrated Investment Consultants
3545
Integrated Investment Consultants
Michigan
USD 318 M +USD 22.1 M +7% 9.6% 70.2% 290 17.24% 2.8
Lead Edge Capital Management
3546
Lead Edge Capital Management
New York
USD 318 M +USD 29.2 M +10% 22.4% 20.2% 9 0% 1
Tradewinds Capital Management
3547
Tradewinds Capital Management
Washington
USD 318 M +USD 103 M +48% 4.82% 96.9% 579 24.18% 4.2
Quantum Financial Advisors
3548
Quantum Financial Advisors
California
USD 318 M +USD 95.5 M +43% 5.66% 68% 102 20.59% 0.6
Institutional Venture Management XVI
3549
Institutional Venture Management XVI
California
USD 317 M -USD 17.9 M -5% 21.2% 523% 8 25% 2.1
O'Brien Wealth Partners
3550
O'Brien Wealth Partners
Massachusetts
USD 317 M +USD 65.4 M +26% 7.05% 56.7% 63 20.63% 2.6